Migrating into Microsoft Dynamics 365

Get started quickly by populating the simple templates and using these to load their Dynamics environment. Use this to conduct initial tests and work through the configuration to decide which optional and customizable fields they will need to satisfy their business processes.

Instead of dealing with many separate data entities that are difficult to relate to and understand, we take a business-oriented approach. Data specification is logically grouped into business objects. Business users can specify data requirements and take responsibility for scope and quality. They can control which information is critical for a successful migration. With business objects as the key elements of migration, it is easy to define the scope of work and set priorities.

D365 is one of the target systems for Hopp. The pre-built target map covers standard D365 data entities and technical requirements: data structure, formats, references, calculated values, and validation rules. Custom data entities can be added and implemented without coding, so standard and custom data can be prepared for D365 without development.

Hopp D365 is built around the idea that all data migration steps can be validated effectively before the data is presented to the target system. Specification, source data, converted data, and target results are all checked using the Hopp validation rules. Any issues with the specification are highlighted, and possible corrections are identified. Source data passes validation to qualify for extraction. Converted data is checked. Only correct information is included in the upload. Hopp ensures the best data quality delivery and minimizes fixing issues in D365. This approach dramatically saves time and effort during data migration and user acceptance testing.

Data in legacy systems may look different from the requirements of D365. But the essence of business logic is the same. We provide tools for data mapping using business objects. Hopp can import data extracted from a variety of sources. The source data is taken in its original format and the software is used to perform any automated transformation and conversion.

When mapping is done, the data migration can be executed. Hopp provides tools to test and migrate selected business objects: extracting source data, converting it, and generating target results. All steps can be performed multiple times until the required quantity and quality of data are met. Because results are stored in a staging database, it is easy to fix issues. Data preparation is done outside of D365 to minimize errors during upload.

Data migration involves the teamwork of business users and consultants. It is essential to control the status of each migration step and share results among all team members. Hopp provides a tracking portal that allows all team members to view the latest information about the data migration. Business objects present results: how many records are migrated, how many had issues, and details of errors. Project management can assess the progress of migration at any time.